Deal Operations Analyst

San Francisco, United StatesOn-site

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Responsibilities

Create Quotes and Order Forms for sales deals
Review Quote approval requests and approve qualified Quotes
Address escalation for exception handling regarding booking requests
Coordinate with internal teams to facilitate the order process, achieve joint goals, and solve problems related to order processing.

Accurately enter deal information into Salesforce
Process Salesforce transaction data review for post close audits
Experience with Quote to Cash in Salesforce CPQ Tool required •
Experience with Ironclad preferred, or another CLM like Conga, etc. •
Experience with back-office operations as well as strong knowledge of order processing •
Experience with cross functional collaboration with Finance and Legal for the deal making process
Ability to learn internal business technology, applications, and solutions quickly
Strong working knowledge in Salesforce, Microsoft Excel, Google Suite
Strong sense of accountability

P.S: We highly recommend reading The "API-First World" graphic novel to understand the bigger picture and our vision at Postman. The Opportunity
The reasonably estimated base salary for this role ranges from $85,000 - $140,000, plus a competitive equity package.
Actual compensation is based on the candidate's skills, qualifications, and experience. What Else?
In addition to Postman's pay-on-performance philosophy, and a flexible schedule working with a fun, collaborative team, Postman offers a comprehensive set of benefits, including full medical coverage, flexible PTO, wellness reimbursement, and a monthly lunch stipend.
Our frequent and fascinating team-building events will keep you connected, while our donation-matching program can support the causes you care about.
In our work, we focus on specific goals that add up to a larger vision.